JDT Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
JDT Inc
CRD #146357
SEC #801-122790
CIK #
AUM $108.8 MM (2024-02-29)
Employees 5 (100% Investors, 0% Brokers)
Phone859-268-9200
Address444 Lewis Hargett Circle, Ste 125
Lexington, KY 40503
Source [IAPD] [Website]
Total AUM ($MM)
1108866442202009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 255 108.8
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 475 108.8
By Discretionary
Discretionary 464 101.5
Non-Discretionary 11 7.3
Total 475 108.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 108.8
Total 475 108.8
Comparable Firms State AUM ($BB)
Calamita Wealth Management Inc
NC 0.1
IFB Wealth Management LLC
FL 0.1
Blueprint Wealth Management LLC
FL 0.1
Abbington Investment Group LLC
CT 0.1
Wixon Financial Services Corporation
MN 0.1
Beresh Patrick Michael
CA 0.1
Providence Wealth Management LLC
TN 0.1
MJB Asset Management LLC
NY 0.1
Varni Labs Inc
CA 0.1
Wise Wealth Management LLC
NY 0.1
Terms | Privacy | Guide
tony@aum13f.com